James T. Borello RIA’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

James T. Borello RIA’s Portfolio ROUS Stock Details ROUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$176K	Hold	2,650	–	–	0.04%	121
2026 Q2	$179K	Hold	2,650	–	–	0.04%	122
2026 Q1	$156K	Hold	2,650	–	–	0.04%	121
2025 Q4	$153K	Hold	2,650	–	–	0.04%	113
2025 Q3	$152K	Hold	2,650	–	–	0.04%	106
2025 Q2	$142K	Hold	2,650	–	–	0.04%	101
2025 Q1	$134K	Hold	2,650	–	–	0.04%	88
2024 Q4	$135K	Hold	2,650	–	–	0.05%	80
2024 Q3	$137K	Hold	2,650	–	–	0.06%	74
2024 Q2	$127K	Hold	2,650	–	–	0.06%	72
2024 Q1	$128K	Hold	2,650	–	–	0.06%	72
2023 Q4	$117K	Buy	+2,650	New	+$110K	0.1%	50

Other funds holding ROUS

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's ROUS Position: Q3 2026 in Review

James T. Borello RIA held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q3 2026 at 2,650 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #121.

James T. Borello RIA first reported a position in ROUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $179K in Q2 2026. 6 funds tracked by Wall St. Rank hold ROUS as of Q3 2026.

James T. Borello RIA held 2,650 shares of Hartford Multifactor US Equity ETF worth $176K as of Q3 2026.
James T. Borello RIA left its Hartford Multifactor US Equity ETF share count unchanged in Q3 2026.
Hartford Multifactor US Equity ETF made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #121 holding.
James T. Borello RIA first reported a position in Hartford Multifactor US Equity ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Hartford Multifactor US Equity ETF position peaked at $179K in Q2 2026.
6 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.